Articles tagged "Evercore"
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RIAs and RIA vendors churn talent madly in March and April '18 as 'New Moves in the Biz' captures 35 of them
Serial HR moves by Raymond James, FinMason, American Century and Vestwell helped them expand into new territories, add job descriptions and more varied product lines
May 18, 2018 at 9:23 PM
Jeff Maurer poached his RIA from zero to $7.5 billion in nine years but now comes M&A
The ex-US Trust CEO has seen Evercore Wealth growth rates taper since a lightning start; now the hard work is done he sees deals on the horizon
April 10, 2018 at 5:34 PM
Helena Jonassen bids farewell to US Trust after 18 years to rejoin breakaway colleagues at Evercore
The senior trust and fiduciary officer at the BoA subsidary is starting a new life at Evercore
July 8, 2014 at 6:27 PM
How Jeff Maurer is now ploughing into Florida using his old Evercore tricks but with new GenSpring wrinkles
The U.S. Trust-alumni RIA shows no sign of let-up at $5 billion of AUM
April 29, 2014 at 6:28 AM
A $4.7-billion RIA-under-investment-bank in NYC softens its macho edge by headhunting a top woman from GenSpring
Evercore will make Jewelle Bickford a partner and the gem of its outreach to the other gender
August 21, 2013 at 5:40 AM
Former U.S. Trust CEO leads his RIA to the $4.5 billion mark -- and gains a Left Coast presence -- acquiring $645 million Mt. Eden
Evercore Wealth Management is buying a firm that was on the prowl to gain scale through a purchase, then went the other way
November 9, 2012 at 3:17 AM
Why the slow-evolving metro New York area is still on course to be the capital of the RIA business
The city's sheer wealth and jungle-like powers of regeneration alone mean that it can stomp San Francisco
August 8, 2012 at 4:02 AM
After a quick climb to $3.5 billion of AUM, Evercore solidifies service by drawing water -- again -- from US Trust talent well
Jonathan Bergner brings his skills from U.S. Trust, but assets may follow, too
May 1, 2012 at 2:18 PM
In its latest talent grab, Evercore Wealth Management hires a 'young, up-and-coming player'
The $3.2 billion RIA is mostly made up of seasoned of ex-U.S. Trust stalwarts but its poach of Paulo Coelho from Convergent shows its mindfulness of the coming generation
April 9, 2012 at 2:20 PM
Wells Fargo targets tempting but treacherous UHNW market with Abbot Downing launch
With $33 billion of assets and legacy Lowry Hill and Calibre elements, the unit plans to hit the ground running and compete in a realm where RIAs are only starting to make a dent
April 2, 2012 at 2:29 PM
Evercore feasts on veterans of an elite Wells Fargo wealth management unit
Weaned on U.S.Trust talent, the New York-based RIA now has a Midwestern foothold and a formula for big-time poaching
September 7, 2011 at 3:33 AM
A big Boston rainmaker joins an RIA startup in New York with meteoric growth
Randy Hustvedt's hire to Evercore resumes hiring for ex-U.S. Trust CEO's fast-growing venture
April 29, 2011 at 5:46 AM
One of a new breed of roll-ups taking center stage, United Capital is churning out deals again
After a broken engagement slowed its progress, the company is on a buying spree
September 20, 2010 at 5:06 AM
Evercore adds an Alliance Bernstein veteran to build out its advisory team
New York aggregator's warp speed growth continues with hire from big legacy firm
April 15, 2010 at 6:53 AM
Evercore is looking to its future after lifting out a huge team of U.S. Trust financial advisors
Former U.S. Trust CEO Jeff Maurer has brought his old magic to the new RIA
